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Peak Financial Advisors’s Designer Brands DBI Stock Holding History

Peak Financial Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-81,464
Closed -$1.35M – 70
2021
Q2 		$1.35M Buy
81,464
+4,743
+6% +$83.5K 1.16% 32
2021
Q1 		$1.33M Buy
+76,721
New +$963K 1.13% 32

Other funds holding DBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peak Financial Advisors's DBI Position: Q3 2021 in Review

Peak Financial Advisors sold out of Designer Brands (DBI) in Q3 2021, closing a stake of 81,464 shares — an estimated $1.35M sold.

Peak Financial Advisors first reported a position in DBI in Q1 2021 and held it in 2 quarters. The position peaked at $1.35M in Q2 2021. 198 funds tracked by Wall St. Rank hold DBI as of Q3 2021.

  • Peak Financial Advisors reported no remaining Designer Brands position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 81,464 Designer Brands shares in Q3 2021, an estimated $1.35M.
  • Peak Financial Advisors first reported a position in Designer Brands in Q1 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Designer Brands position peaked at $1.35M in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Designer Brands as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.